Clarity Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,615
| Closed | -$404K | – | 142 |
|
|
2024
Q3 | $404K | Buy |
5,615
+1,705
| +44% | +$123K | 0.05% | 93 |
|
|
2024
Q2 | $249K | Sell |
3,910
-2,789
| -42% | -$178K | 0.04% | 103 |
|
|
2024
Q1 | $410K | Buy |
6,699
+156
| +2% | +$9.54K | 0.06% | 77 |
|
|
2023
Q4 | $386K | Sell |
6,543
-616
| -9% | -$36.3K | 0.07% | 73 |
|
|
2023
Q3 | $401K | Sell |
7,159
-152,576
| -96% | -$8.54M | 0.07% | 74 |
|
|
2023
Q2 | $9.62M | Buy |
+159,735
| New | +$9.62M | 1.37% | 20 |
|